Edward Baroncini is President and Owner of Excel Wealth Management, LLC and an Investment Advisor Representative with LPL Financial. Within LPL Financial, Ed was honored to be part of their Retirement Plan Program through which the advisor may act as a 3(21) and/or 3(38) fiduciary on corporate retirement plans. The program enabled Ed to assist the owners/board members of the retirement plan by analyzing investment holdings and plan costs, educating employees, and making recommendations on the investment management of the plan. In addition to working with small businesses and corporations, Edward also works with individuals and their families to structure their personal finances in order to f